PCG Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $694K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $347K | Buy |
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